PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome

Update: 2021-09-20

Description

Amid increasing allocations to real assets by asset owners and pension funds globally, PGIM's Harsh Parikh puts forward a framework for thinking which encourages funds to tailor their approach to each individual asset and avoid making assumptions by using off the shelf benchmarks and historical averaging. Parikh also puts some numbers around the strengthening interest real assets among asset owners as inflation expectations have also risen.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

What the transformation of the labour market means to investors

2023-11-0220:44

Integrating biodiversity into investment decisions

2023-07-1028:38

Food for thought

2023-05-1122:57

Growth equities to shine in 2023, if interest rates stabilise

2023-02-1326:37

Portfolios to stay volatile for years with positive stock and bond correlation

2022-12-1926:35

Not the time to shy away from emerging markets

2022-11-3032:41

Navigating the disruption in energy markets

2022-09-2732:01

Energy markets post-COVID, amid a conflict and in a decarbonising world

2022-09-0638:12

Shift to positive stock-bond correlation could increase risk, reduce returns

2022-08-1928:01

Inflation volatility to drag on as world decouples into rival camps

2022-08-1527:26

Reflections and learnings from a mega merger: Australian Retirement Trust

2022-07-1156:58

BHP chief executive Mike Henry on energy transition, commodities and global trends

2022-07-0446:17

Michelle Teng on liquidity requirements changing asset allocation for defined benefit funds

2022-04-2815:54

Junying Shen on differing performance and cash flow characteristics among infrastructure asset sectors

2022-03-2122:42

PGIM's Michelle Teng on the art of managing liquidity risk with private assets on the rise

2021-11-1522:31

Aviva Investors' Aaron Grehan on risks, opportunities and the strategic portfolio opportunity in emerging market debt

2021-10-3129:03

PGIM's Taimur Hyat on investing megatrends and how technology is transforming the services sector

2021-10-2630:19

PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome

2021-09-2023:24

Vista Equity Partners' David Breach on ecosystem, co-investments and the importance of diversity & inclusion in tech

2021-09-1639:51

Chasing yield, the reflation trade and emerging market debt | Paul McNamara

2021-07-2025:38

00:00

PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome

#box-pro-ellipsis-172924139297966{-webkit-line-clamp:2;}PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome

PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome

Investment Magazine

PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome